We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$312K -$481 -4 -0.1%
WBG
127
Wharton Business Group
Pennsylvania
$310K -$10.2K -85 -3%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$297K -$8.41K -70 -3%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$297K +$52.9K +440 +20%
Jane Street
130
Jane Street
New York
$295K +$312K +2,595 New
RW
131
Ridgeline Wealth
Arizona
$291K
Morgan Stanley
132
Morgan Stanley
New York
$290K -$101K -842 -25%
VFP
133
Vested Financial Planning
California
$290K -$177K -1,470 -37%
PRP
134
Peak Retirement Planning
Ohio
$290K +$306K +2,549 New
DWA
135
Davis Wealth Advisors
New Hampshire
$285K +$15K +125 +5%
MSA
136
Marino Stram & Associates
Massachusetts
$278K
HGWM
137
Horst & Graben Wealth Management
Oregon
$278K +$6.37K +53 +2%
BPA
138
Beacon Pointe Advisors
California
$269K -$16.9K -141 -6%
ZF
139
Zhang Financial
Michigan
$265K +$281K +2,334 New
FCM
140
Firestone Capital Management
Florida
$263K +$721 +6 +0.3%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$262K +$9.61K +80 +4%
LPAM
142
Lodestar Private Asset Management
California
$253K +$721 +6 +0.3%
CB
143
Commerce Bank
Missouri
$253K +$267K +2,224 New
IFWM
144
Institute for Wealth Management
Colorado
$250K
PCS
145
Personal CFO Solutions
New Jersey
$239K +$253K +2,104 New
MAMG
146
Milestone Asset Management Group
Connecticut
$239K -$17.8K -148 -7%
KAS
147
Kestra Advisory Services
Texas
$237K +$171K +1,425 +216%
GWP
148
Gateway Wealth Partners
Wisconsin
$219K +$232K +1,930 New
RCS
149
Retirement Capital Strategies
California
$217K
DT
150
Diversified Trust
Tennessee
$216K -$12.6K -105 -5%